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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$1.87M -$79.8K -4,133 -4%
KAS
27
Kestra Advisory Services
Texas
$1.2M +$485K +25,130 +67%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M -$405K -20,979 -27%
SA
29
Sanctuary Advisors
Indiana
$1.06M -$10.8K -560 -1%
Stifel Financial
30
Stifel Financial
Missouri
$843K +$217K +11,232 +34%
LS
31
Leelyn Smith
Illinois
$793K +$39.2K +2,028 +5%
JSW
32
Journey Strategic Wealth
New Jersey
$729K -$45.4K -2,349 -6%
OWA
33
Opal Wealth Advisors
New York
$725K +$12.4K +640 +2%
Goldman Sachs
34
Goldman Sachs
New York
$704K +$709K +36,700 New
PAG
35
Private Advisor Group
New Jersey
$686K +$116K +5,994 +20%
HI
36
Harbour Investments
Wisconsin
$664K +$19K +982 +3%
SFGP
37
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$628K
AWS
38
Atria Wealth Solutions
New York
$574K +$11.5K +594 +2%
UWM
39
USAdvisors Wealth Management
Minnesota
$532K +$34.8K +1,800 +7%
P
40
&Partners
Tennessee
$521K -$93.2K -4,825 -15%
DC
41
Davenport & Co
Virginia
$457K -$40.6K -2,103 -8%
FA
42
Fermata Advisors
California
$419K
WMA
43
West Michigan Advisors
Michigan
$409K -$33K -1,708 -7%
Citadel Advisors
44
Citadel Advisors
Florida
$384K -$390K -20,189 -50%
AWA
45
Arete Wealth Advisors
Illinois
$377K -$258K -13,380 -40%
PG
46
Prostatis Group
Maryland
$366K -$155K -8,000 -30%
KFSN
47
Keystone Financial Services (Nebraska)
Nebraska
$276K +$33.9K +1,755 +14%
PTC
48
Private Trust Company
Ohio
$267K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$252K +$254K +13,164 New
HighTower Advisors
50
HighTower Advisors
Illinois
$250K +$252K +13,058 New